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Weekly Email for 9/29/19

Hello friends, We hope you had a great weekend! Here’s what’s new in our world…

--- "A Roth IRA is an excellent retirement savings vehicle for many of us. What you might not know is that a Roth IRA can be an excellent option for your kids as well.” You can learn a little more in this helpful article from thestreet.comRoth IRAs for Kids: Facts, Benefits, Eligibility.

If you are in the San Diego area, J. J. will be doing a book signing on Saturday 11/2 from 2 - 4 at Barnes & Noble in Mission Valley (7610 Hazard Center Drive). We would LOVE to see you there!  ---

He will be doing the signing with our good friend and fellow author of The Balancing Act, Dave Baldwin. You can see more about Dave's book and his EXCELLENT blog at


We are stoked to announce that J. J. will be a guest on the monthly Ivy Institute Webcast for Ivy Investments on December 6th. The Ivy Institute Webcast Series was a recent recipient of Star Award winner from the Investment Management Education Alliance. 

Investment professionals can register for the webcast here: Ivy Institute December Webcast “Embrace Financial Literacy. J. J.’s presentation will be to an audience of financial advisors across the country. He will be discussing ways for them to help their clients talk to their kids about money as well as ways to become resources for youth financial literacy in their communities.


That’s all for now. Thanks so much for reading!

With gratitude,

J J and Jodie


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